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IAG Wealth Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

IAG Wealth Partners’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,305
Closed -$83.2K – 526
2025
Q3 		$83.2K Hold
2,305
– – 0.01% 176
2025
Q2 		$80.2K Hold
2,305
– – 0.01% 171
2025
Q1 		$75.6K Hold
2,305
– – 0.01% 166
2024
Q4 		$79.5K Hold
2,305
– – 0.01% 157
2024
Q3 		$80.7K Hold
2,305
– – 0.01% 150
2024
Q2 		$73.7K Hold
2,305
– – 0.01% 146
2024
Q1 		$78.6K Hold
2,305
– – 0.02% 134
2023
Q4 		$72.6K Sell
2,305
-495
-18% -$14.1K 0.02% 127
2023
Q3 		$79.6K Buy
2,800
+735
+36% +$21.9K 0.02% 115
2023
Q2 		$61.8K Buy
+2,065
New +$58.2K 0.02% 148

Other funds holding SMOT

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IAG Wealth Partners's SMOT Position: Q4 2025 in Review

IAG Wealth Partners sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2025, closing a stake of 2,305 shares — an estimated $83.2K sold.

IAG Wealth Partners first reported a position in SMOT in Q2 2023 and held it in 10 quarters. The position peaked at $83.2K in Q3 2025. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

  • IAG Wealth Partners reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 2,305 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $83.2K.
  • IAG Wealth Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and held it in 10 quarters.
  • IAG Wealth Partners's VanEck Morningstar SMID Moat ETF position peaked at $83.2K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.